Adviser and broker representative · Morgan Stanley
Megon G. Miller
CRD 5218887 · Bellevue, WA
At a glance
Megon G. Miller is an investment adviser representative with Morgan Stanley in Bellevue, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Megon’s SEC record dates to 2021, about 5 years ago. Megon is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince February 2021Bellevue, WA · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Megon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.